See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,057 | $54,350-22.6% | $82,719-49.2% | $68,494-38.6% |
| Participation rate | 52.6% | 63.9%-11.3pp | 72.6%-19.9pp | 67.9%-15.3pp |
| Annual return | -18.90% | -13.67%-5.2pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $349 | $2,218-84.3% | $3,009-88.4% | $2,596-86.6% |
| Participant deferral / active EE | $2,288 | $3,246-29.5% | $4,395-47.9% | $4,027-43.2% |
| Admin fee / account holder | $825 | $4,395-81.2% | $5,329-84.5% | $5,403-84.7% |